Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH vs Baroda BNP Paribas Retirement Fund compare

Link copied to clipboard!

tortoise-icon Baroda BNP Paribas Retirement Fund - Reg (G)

Invest Now

tortoise-icon UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

Invest Now

tortoise-icon UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Baroda BNP Paribas Retirement Fund - Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Fund Baroda BNP Paribas Retirement Fund - Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Investment Plan Growth Growth Growth
Level of Risk Very High Low Average
Asset Size (Cr) ₹351 Cr ₹13 Cr ₹ Cr
Min Investment ₹1000 ₹10000 ₹200000
Min SIP Invesment ₹500 ₹200000 ₹200000
Min Addl Investment ₹1000 ₹1000 ₹200000
Launch Date 31 May 2024 09 Oct 2007 10 Mar 2025
Category Retirement Funds FMP FMP
Fund Type Open Ended Close Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Low Duration Debt
Turn Over % % %
Expense Ratio 2.27 0.13
Manager Pratish Krishnan
ISIN Code INF251K01TH4 INF789F01FS9 INF789F01FS9
Exits Load Data not available./365 UTI Annual Interval Fund - II - Growth charges 2.0% of sell value;. There are no other charges./365 /365

Trailing Lumpsum Returns

Scheme Name Baroda BNP Paribas Retirement Fund - Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
1 Month 4.25% 0.44% 0.44%
6 Month -8.68% 3.12% 3.12%
1 Year - 6.87% 6.87%
3 Year - 6.26% 6.26%
5 Year - 5.19% 5.19%

SIP Return Analysis

Scheme Name Baroda BNP Paribas Retirement Fund - Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
6 Month -3.72% 1.7% 1.7%
1 Year - 6.37% 6.37%
3 Year - 6.6% 6.6%
5 Year - 5.82% 5.82%

Rolling Lumpsum Returns

Scheme Name Baroda BNP Paribas Retirement Fund - Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
1 Year - 7.42% 7.42%
3 Year - 7.65% 7.65%
5 Year - 7.79% 7.79%

Risk Management

Scheme Name Baroda BNP Paribas Retirement Fund - Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Standard Deviation - 0.391% 0.391%
Sharp - -1.552% -1.552%
Beta - - -
Alpha - - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Baroda BNP Paribas Retirement Fund - Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH
Name Pratish Krishnan
Total AUM ₹0 Cr ₹0 Cr
Funds Managed 5 95
Baroda BNP Paribas Retirement Fund - Reg (G) UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

Market Cap

Scheme Name

Baroda BNP Paribas Retirement Fund - Reg (G)

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

Others 26.03 100 100
Large Cap 46.62 - -
Mid Cap 18.28 - -
Small Cap 9.06 - -

Sector Allocation

Scheme Name

Baroda BNP Paribas Retirement Fund - Reg (G)

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

UTI ANNUAL INTERVAL FUND II REGULAR PLAN GROWTH

Others 26.03 100 100
Energy 2.85 - -
Technology 9.49 - -
Consumer Defensive 7.11 - -
Industrials 9.89 - -
Healthcare 5.28 - -
Financial Services 21.18 - -
Basic Materials 6.4 - -
Consumer Cyclical 6.85 - -
Communication Services 2.92 - -
Utilities 2 - -

Top Comparisons

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns14.32%

VS

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

3Y Returns15.16%

Compare Now

Mirae Asset Equity Savings Fund- Regular Plan- Growth Mirae Asset Equity Savings Fund- Regular Plan- Growth

3Y Returns9.37%

VS

UTI Conservative Hybrid Fund - Regular Plan - Growth Option UTI Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns9.9%

Compare Now

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns6.69%

VS

Aditya Birla Sun Life Government Securities Fund  - Growth - Regular Plan Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan

3Y Returns6.69%

Compare Now

Franklin India Floating Rate Fund - Growth Plan Franklin India Floating Rate Fund - Growth Plan

3Y Returns7%

VS

Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth

3Y Returns7.01%

Compare Now
Add to Cart Successfully